Best Practices / Guidelines


26-September-2013

English

G20-OECD High-level Principles of Long-term Investment Financing by Institutional Investors

These high-level principles are intended to help governments facilitate and promote long-term investment by institutional investors, particularly among institutions such as pension funds, insurers and sovereign wealth funds, that typically have long duration liabilities and consequently can consider investments over a long period.

29-June-2012

English

OECD guidelines relating to private pensions

This page provides access to all guidelines adopted by the OECD relating to private pensions.

11-June-2012

English, Excel, 57kb

OECD Roadmap for the good design of defined contribution pension plans

This roadmap identifies elements of good design and public policy to assist countries to strengthen retirement income adequacy in an environment where pension benefits result from assets accumulated during working life. This roadmap was approved and endorsed by the OECD Working Party on Private Pensions in June 2012.

6-December-2011

English

OECD/IOPS Good Practices on Pension Funds' Use of Alternative Investments and Derivatives

These good practices reflect what pensions regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. They outline how supervisors should oversee such investments and suggest possible regulatory controls.

6-December-2011

English, , 228kb

OECD/IOPS Good Practices on Pension Funds’ Use of Alternative Investments and Derivatives

The Good Practices reflect what pension regulatory and supervisory authorities usually expect to examine when assessing the risk management of pension funds that use alternative investments and derivatives. The Good Practices outline how supervisors should oversee such investments and suggest possible regulatory controls. The character of the Good Practices emphasizes the overriding principle that it is the responsibility of pension

11-January-2011

English, , 243kb

OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems

The OECD/IOPS Good Practices for Pension Funds’ Risk Management Systems aim to outline the main features of risk management systems which pension funds employ. They cover the role of management in the risk management process, look in more detail at investment risk, funding risk and operational risk (including outsourcing) control, and the risk management mechanisms which might be in place (including monitoring and reporting). The

17-December-2010

English

IOPS Toolkit for Risk-based Pensions Supervision

This Toolkit assists pension supervisors to identify potential risks faced by pension plans or funds and assess the financial and operational factors in place to minimise and mitigate those risks.

28-January-2010

English, , 253kb

IOPS Principles of Private Pension Supervision

The IOPS Principles for Pension Supervision are designed to cover occupational and personal pension plans and pension funds.

7-July-2009

English, , 118kb

OECD Guidelines for Pension Fund Governance

These guidelines aim at setting international standards for the governance of private pension funds, in view of protecting people's pensions from mismanagement and fraud.

7-July-2009

English, , 251kb

OECD Recommendation on Core Principles of Occupational Pension Regulation

This OECD Recommendation invites governments to encourage implementation of the Core Principles of Occupational Pension Regulation to assist in meeting those objectives.

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